Optoelectronic convergence is attracting attention as a technology that replaces electrical signals with optical signals to improve energy efficiency at data centres. With government support, it has been highlighted as a national policy theme. This article explains related stocks and developments.
As generative AI becomes more widespread, data-centre power consumption is expected to increase. Optoelectronic convergence is expected to improve energy efficiency and speed by replacing electrical signals with optical signals. CPO is viewed as a leading implementation method, and the article introduces a technology that reduces power consumption by placing optical components and semiconductor chips in close proximity.
Among small and mid-cap stocks, santec Holdings, 精工技研, 湖北工業, ヨコオ, QDレーザ and オプトラン are cited as leading candidates. The article briefly explains the characteristics of each company's business areas and share-price trends.
The government aims to establish next-generation communications infrastructure through IOWN and positions optoelectronic convergence technology as an important technology for securing the competitiveness of the semiconductor industry. The revised strategy of the Ministry of Economy, Trade and Industry also identifies the strengthening of optoelectronic convergence, including APN, as important.
Among developments involving US companies, NVIDIA has invested in COHR (Coherent) and LITE, while Broadcom is providing custom CPO designs. Such moves to support the stable procurement and adoption of optoelectronic convergence devices are continuing.